Relationship Type

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A categorisation that defines relationships.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the relationship type.

Relationship Type Number

Name

Auto Number

Automatically assigned number for the relationship type.

 

Custom Field Label & API Name

Type

Description

Active

cloupra__Active__c

Checkbox

Activates or deactivates the relationship type.

Allow as Primary

cloupra__Allow_as_Primary__c

Checkbox

If checked, this relationship type is allowed for a primary relationship.

Allow From Organisation

cloupra__Allow_From_Organisation__c

Checkbox

Indicates this relationship type can be applied from an organisation.

Allow From Person

cloupra__Allow_From_Person__c

Checkbox

Indicates this relationship type can be applied from a person.

Allow From Service

cloupra__Allow_From_Service__c

Checkbox

Indicates this relationship type can be applied from a service.

Allow From Team Member

cloupra__Allow_From_Team_Member__c

Checkbox

Indicates this relationship type can be applied from a team member.

Allow To Organisation

cloupra__Allow_To_Organisation__c

Checkbox

Indicates this relationship type can be applied to an organisation.

Allow To Person

cloupra__Allow_To_Person__c

Checkbox

Indicates this relationship type can be applied to a person.

Allow To Service

cloupra__Allow_To_Service__c

Checkbox

Indicates this relationship type can be applied to a service.

Allow To Team Member

cloupra__Allow_To_Team_Member__c

Checkbox

Indicates this relationship type can be applied to a team member.

Article

cloupra__Article__c

Picklist

Grammatically, defines the article associated with the relationship, i.e. “a/an” or “the”.

Client Role

cloupra__Client_Role__c

Picklist

Defines a type of internal client relationship.

Code

cloupra__Code__c

Text (12) (External ID, Unique, Case Insensitive)

A unique identifier for the relationship type for use in business rules and automation.

From Party Role

cloupra__From_Party_Role__c

Text (30)

The role played by the from party in this type of relationship.

Group Code

cloupra__Group_Code__c

Text (12)

A unique identifier for the relationship type’s group for use in business rules and automation.

Locked

cloupra__Locked__c

Checkbox

Indicates that the relationship type is locked for internal system use only.

Order

cloupra__Order__c

Number

(2, 1)

Defines the ordinal position in which the relationship type appears in picklists.

Phrase

cloupra__Phrase__c

Formula (Text)

Grammatically, creates a descriptive phrase for the relationship type from Article and Preposition, e.g. a solicitor to, an employee of, etc.

Preposition

cloupra__Preposition__c

Picklist

Grammatically, defines the preposition associated with the relationship type, i.e. at, for, of, etc.

Related Category

cloupra__Related_Category__c

Lookup (Category)

The context to which the relationship type applies, e.g. household, company, trust, etc.

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